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Payment processing for financial advisors
Flexible Billing Options
Accounting Software Integration
Customizable Client Experience
Industry Integrations and Partnerships
How AdvicePay Works
AdvicePay vs. Other Platforms
Why Choose AdvicePay? The truth is, if you’re a financial advisor offering fee-for-service planning, there is no other platform designed specifically for your needs. Some financial advisors are using other billing and payment systems for their business, but there are definite risks (and extra work) involved in doing so. Here’s a quick overview of billing and payment platform alternatives being used by financial planners, and reasons why AdvicePay may be the better choice for your practice.
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January 23, 2019
February 12, 2019